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Atria Wealth Solutions, Inc.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on XLF, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 143,773 XLF shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 143,773 shares
    Change vs previous 13F -430,631 shares

    0.17% of the 13F portfolio, value $7,543,157.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 574,404 shares
    Change vs previous 13F +85,421 shares

    0.34% of the 13F portfolio, value $28,611,071.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 488,983 shares
    Change vs previous 13F +25,633 shares

    0.26% of the 13F portfolio, value $23,632,509.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 463,350 shares
    Change vs previous 13F +48,419 shares

    0.23% of the 13F portfolio, value $20,998,952.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 414,931 shares
    Change vs previous 13F -126,744 shares

    0.19% of the 13F portfolio, value $17,057,818.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 541,675 shares
    Change vs previous 13F +258,033 shares

    0.26% of the 13F portfolio, value $22,815,330.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 283,642 shares
    Change vs previous 13F +3,714 shares

    0.13% of the 13F portfolio, value $10,664,945.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 279,928 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $9,285,197.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).